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Prelude Capital Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Prelude Capital Management’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,380
Closed -$522K – 1318
2025
Q1 		$522K Buy
+10,380
New +$519K 0.04% 504
2024
Q4 		– Sell
-20,850
Closed -$1.05M – 1534
2024
Q3 		$1.05M Buy
+20,850
New +$1.04M 0.06% 375

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Prelude Capital Management's SLQD Position: Q2 2025 in Review

Prelude Capital Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2025, closing a stake of 10,380 shares — an estimated $522K sold.

Prelude Capital Management first reported a position in SLQD in Q3 2024 and held it in 2 quarters. The position peaked at $1.05M in Q3 2024. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

  • Prelude Capital Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Prelude Capital Management sold 10,380 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $522K.
  • Prelude Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Prelude Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.05M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.